Certified Advisory Corp’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Certified Advisory Corp’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,135	Closed	-$385K	–	284
2022 Q4	$385K	Buy	11,135 +41	+0.4%	+$1.41K	0.08%	174
2022 Q3	$354K	Buy	11,094 +1,434	+15%	+$50K	0.08%	170
2022 Q2	$329K	Buy	9,660 +22	+0.2%	+$773	0.07%	170
2022 Q1	$358K	Buy	9,638 +615	+7%	+$22.6K	0.08%	171
2021 Q4	$353K	Buy	9,023 +536	+6%	+$20.5K	0.08%	179
2021 Q3	$315K	Buy	8,487 +1,263	+17%	+$47.9K	0.08%	174
2021 Q2	$275K	Sell	7,224 -432	-6%	-$16.4K	0.07%	184
2021 Q1	$282K	Buy	+7,656	New	+$277K	0.07%	176
2020 Q2	$1.13M	Buy	+39,035	New	+$1.09M	0.37%	64

Other funds holding SMMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SGI

Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return

Certified Advisory Corp's SMMV Position: Q1 2023 in Review

Certified Advisory Corp sold out of iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) in Q1 2023, closing a stake of 11,135 shares — an estimated $385K sold.

Certified Advisory Corp first reported a position in SMMV in Q2 2020 and held it in 9 quarters. The position peaked at $1.13M in Q2 2020. 126 funds tracked by Wall St. Rank hold SMMV as of Q1 2023.

Certified Advisory Corp reported no remaining iShares MSCI USA Small-Cap Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Certified Advisory Corp sold 11,135 iShares MSCI USA Small-Cap Min Vol Factor ETF shares in Q1 2023, an estimated $385K.
Certified Advisory Corp first reported a position in iShares MSCI USA Small-Cap Min Vol Factor ETF in Q2 2020 and held it in 9 quarters.
Certified Advisory Corp's iShares MSCI USA Small-Cap Min Vol Factor ETF position peaked at $1.13M in Q2 2020.
126 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap Min Vol Factor ETF as of Q1 2023.

Based on Certified Advisory Corp's 13F filing for Q1 2023, filed 15 May 2023.